Farther Finance Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Farther Finance Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2M	Buy	156,075 +4,015	+3%	+$353K	0.11%	159
2026 Q1	$12.1M	Sell	152,060 -12,421	-8%	-$1.03M	0.11%	161
2025 Q4	$13.6M	Sell	164,481 -3,775	-2%	-$309K	0.15%	123
2025 Q3	$13.6M	Sell	168,256 -56,562	-25%	-$4.4M	0.2%	91
2025 Q2	$16.8M	Buy	224,818 +57,485	+34%	+$3.99M	0.34%	55
2025 Q1	$11.4M	Buy	167,333 +166,869	+35,963%	+$11.9M	0.29%	66
2024 Q4	$33.1K	Buy	464 +436	+1,557%	+$31.4K	﹤0.01%	1861
2024 Q3	$1.96K	Buy	28 +10	+56%	+$675	﹤0.01%	2999
2024 Q2	$1.2K	Buy	+18	New	+$1.15K	﹤0.01%	3005
2024 Q1	–	Sell	-10	Closed	-$585	–	3728
2023 Q4	$585	Buy	+10	New	+$546	﹤0.01%	2922

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Farther Finance Advisors's SPTM Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.6% in Q2 2026, buying an estimated $353K and bringing the position to 156,075 shares worth $14.2M. The position accounts for 0.11% of the portfolio, ranked #159.

Farther Finance Advisors first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8M in Q2 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Farther Finance Advisors held 156,075 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $14.2M as of Q2 2026.
Farther Finance Advisors bought 4,015 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $353K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.11% of Farther Finance Advisors's portfolio in Q2 2026, its #159 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Farther Finance Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $16.8M in Q2 2025.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.